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Schwab U S Small Cap ETF shares owned by Floyd Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Floyd Financial Group from 13F filings

Historical chart of Floyd Financial Group investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Floyd Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Floyd Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 183k 27.78
2024-12-31 $4.6M 181k 25.46

More positions owned by Floyd Financial Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Select Sector Spdr Tr Indl (XLI)

View all positions for Floyd Financial Group

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF